-52.3%
TEAM vs CNQ
+278.6%
-330.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | +15.8% | +6.2% | +9.6% | +13.9% |
| 3M | +101.5% | +12.4% | +89.1% | +94.3% |
| 6M | +138.2% | +9.0% | +129.2% | +129.6% |
| YTD | +10.8% | +52.2% | -41.4% | -4.9% |
| 1Y | +1.7% | +65.0% | -63.3% | -15.6% |
| 3Y | -16.0% | +78.8% | -94.9% | -33.7% |
| All | -52.3% | +278.6% | -330.9% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling